Zoho Books MCP connector
Updated
Zoho Books is online accounting software for managing invoices, expenses, contacts, and banking activity. The Zoho Books MCP connector allows AI agents to create, update, and manage bank accounts, and reconcile activity by importing and reviewing bank or credit card statements. It also supports account lifecycle management, including activating, deactivating, and deleting accounts as financial records evolve.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Zoho Books MCP connector to perform the following actions:
- Reconcile bank and credit card transactions against accounting records automatically
- Track and categorize expenses for accurate financial reporting
- Create and manage invoices, estimates, and customer payments
- Automate bank feed imports and transaction matching
- Monitor balances across multiple bank and credit card accounts
- Categorize vendor payments and customer receipts without manual entry
- Build custom rules to auto-categorize recurring transactions
- Activate, deactivate, or remove accounts to keep books current
Example prompts
Use the following example prompts to invoke Zoho Books MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open invoices from last month in Zoho Books.Import my latest bank statement into Zoho Books.Create a new bank account for our checking account in Zoho Books.List all uncategorized transactions in Zoho Books.Match my bank transactions to existing invoices in Zoho Books.Deactivate the old savings account in Zoho Books.Set up a rule to categorize office supply purchases in Zoho Books.Get the details of our main business checking account in Zoho Books.Categorize this transaction as a vendor payment in Zoho Books.Delete the duplicate transaction from last week in Zoho Books.
Zoho Books MCP connector tools
The Zoho Books MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| create_bank_account | Create a bank account |
| list_bank_accounts | List view of accounts |
| update_bank_account | Update bank account |
| get_bank_account | Get account details |
| delete_bank_account | Delete an account |
| mark_bank_account_inactive | Deactivate account. |
| mark_bank_account_active | Activate account |
| import_bank_statements | Import a Bank/Credit Card Statement |
| get_last_imported_bank_statement | Get last imported statement |
| delete_last_imported_bank_statement | Delete last imported statement |
| list_bank_account_rules | Get Rules List |
| create_bank_account_rule | Create a rule |
| get_bank_account_rule | Get a rule |
| update_bank_account_rule | Update a rule |
| delete_bank_account_rule | Delete a rule |
| create_bank_transaction | Create a transaction for an account |
| list_bank_transactions | Get transactions list |
| update_bank_transaction | Update a transaction |
| get_bank_transaction | Get transaction |
| delete_bank_transaction | Delete a transaction |
| get_matching_bank_transactions | Get matching transactions |
| match_bank_transaction | Match a transaction |
| unmatch_bank_transaction | Unmatch a matched transaction |
| exclude_bank_transaction | Exclude a transaction |
| restore_bank_transaction | Restore a transaction |
| categorize_bank_transaction | Categorize an uncategorized transaction |
| categorize_bank_transaction_as_expense | Categorize as expense |
| uncategorize_bank_transaction | Uncategorize a categorized transaction |
| categorize_bank_transaction_as_vendor_payment | Categorize a vendor payment |
| categorize_bank_transaction_as_customer_payment | Categorize as customer payment |
| categorize_as_credit_note_refunds | Categorize as credit note refunds |
| categorize_as_vendor_credit_refunds | Categorize as vendor credit refunds |
| categorize_bank_transaction_as_payment_refund | Categorize as Customer Payment refund |
| categorize_as_vendor_payment_refund | Categorize as Vendor Payment refund |
| create_base_currency_adjustment | Create a base currency adjustment |
| list_base_currency_adjustments | List base currency adjustment |
| get_base_currency_adjustment | Get a base currency adjustment |
| delete_base_currency_adjustment | Delete a base currency adjustment |
| list_base_currency_adjustment_accounts | List account details for base currency adjustment |
| create_bill | Create a bill |
| list_bills | List bills |
| update_bill_using_custom_field | Update a bill using a custom field's unique value |
| update_bill | Update a bill |
| get_bill | Get a bill |
| delete_bill | Delete a bill |
| update_custom_fields_in_bill | Update custom field in existing bills |
| mark_bill_void | Void a bill |
| mark_bill_open | Mark a bill as open |
| submit_bill | Submit a bill for approval |
| approve_bill | Approve a bill |
| update_bill_billing_address | Update billing address |
| list_bill_payments | List bill payments |
| apply_credits_to_bill | Apply credits |
| delete_bill_payment | Delete a payment |
| get_bill_attachment | Get a bill attachment |
| add_bill_attachment | Add attachment to a bill |
| delete_bill_attachment | Delete an attachment |
| get_bill_comments | List bill comments & history |
| add_bill_comment | Add comment |
| delete_bill_comment | Delete a comment |
| convert_purchase_order_to_bill | Convert PO to Bill |
| create_chart_of_account | Create an account |
| list_chart_of_accounts | List chart of accounts |
| update_chart_of_account | Update an account |
| get_chart_of_account | Get an account |
| delete_chart_of_account | Delete an account |
| mark_chart_of_account_active | Mark an account as active |
| mark_chart_of_account_inactive | Mark an account as inactive |
| list_chart_of_account_transactions | List of transactions for an account |
| delete_chart_of_account_transaction | Delete a transaction |
| create_contact_person | Create a contact person |
| update_contact_person | Update a contact person |
| delete_contact_person | Delete a contact person |
| list_contact_persons | List contact persons |
| get_contact_person | Get a contact person |
| mark_contact_person_primary | Mark as primary contact person |
| create_contact | Create a Contact |
| list_contacts | List Contacts |
| update_contact_using_custom_field | Update a contact using a custom field's unique value |
| update_contact | Update a Contact |
| get_contact | Get Contact |
| delete_contact | Delete a Contact |
| mark_contact_active | Mark as Active |
| mark_contact_inactive | Mark as Inactive |
| enable_contact_portal | Enable Portal Access |
| enable_contact_payment_reminder | Enable Payment Reminders |
| disable_contact_payment_reminder | Disable Payment Reminders |
| email_contact_statement | Email Statement |
| get_contact_statement_mail | Get Statement Mail Content |
| list_contact_comments | List Comments |
| get_contact_address | Get Contact Addresses |
| add_contact_address | Add Additional Address |
| update_contact_address | Edit Additional Address |
| delete_contact_address | Delete Additional Address |
| list_contact_refunds | List Refunds |
| track_contact_1099 | Track 1099 |
| untrack_contact_1099 | Untrack 1099 |
| get_unused_retainer_payments | Get Unused Retainer Payments |
| create_credit_note | Create a credit note |
| list_credit_notes | List all Credit Notes |
| update_credit_note_using_custom_field | Update a credit note using a custom field's unique value |
| update_credit_note | Update a credit note |
| get_credit_note | Get a credit note |
| delete_credit_note | Delete a credit note |
| email_credit_note | Email a credit note |
| get_credit_note_email | Get email content |
| mark_credit_note_void | Void a Credit Note |
| mark_credit_note_draft | Convert Credit Note to Draft. |
| mark_credit_note_open | Convert to Open |
| submit_credit_note | Submit a credit note for approval |
| approve_credit_note | Approve a credit note. |
| get_credit_note_email_history | Email history |
| update_credit_note_billing_address | Update billing address |
| update_credit_note_shipping_address | Update Shipping address |
| list_credit_note_templates | List credit note template |
| update_credit_note_template | Update a credit note template |
| list_invoices_of_credit_note | List invoices credited |
| apply_credit_note_to_invoice | Credit to an invoice |
| delete_invoice_of_credit_note | Delete invoices credited |
| list_credit_note_comments | List credit note comments & history |
| add_credit_note_comment | Add a comment |
| delete_credit_note_comment | Delete a Comment |
| list_credit_note_refunds | List credit note refunds |
| list_credit_note_refunds_by_creditnote | List refunds of a credit note |
| create_credit_note_refund | Refund credit note |
| get_credit_note_refund | Get credit note refund |
| update_credit_note_refund | Update credit note refund |
| delete_credit_note_refund | Delete credit note refund |
| create_currency | Create a Currency |
| list_currencies | List Currencies |
| update_currency | Update a Currency |
| get_currency | Get a Currency |
| delete_currency | Delete a currency |
| list_exchange_rates | List exchange rates |
| create_exchange_rate | Create an exchange rate |
| get_exchange_rate | Get an exchange rate. |
| update_exchange_rate | Update an exchange rate |
| delete_exchange_rate | Delete an exchage rate |
| list_records_of_custom_module | Get Record List of a Custom Module |
| bulk_update_custom_module_records | Bulk Update Custom Module |
| create_custom_module | Create Custom Modules |
| delete_custom_module | Delete Custom Modules |
| get_custom_module_record_details | Get Individual Record Details |
| update_custom_module_record | Update Custom Module |
| delete_custom_module_record | Delete individual records |
| create_customer_debit_note | Create a customer debit note |
| list_customer_debit_notes | List customer debit notes |
| update_invoice_using_custom_field | Update an invoice using a custom field's unique value |
| update_customer_debit_note | Update a customer debit note |
| get_customer_debit_note | Get a customer debit note |
| delete_customer_debit_note | Delete a customer debit note |
| create_customer_payment | Create a payment |
| list_customer_payments | List Customer Payments |
| bulk_delete_customer_payments | Bulk delete Customer payments |
| update_customer_payment_using_custom_field | Update a payment using a custom field's unique value |
| update_customer_payment | Update a payment |
| get_customer_payment | Retrieve a payment |
| delete_customer_payment | Delete a payment |
| list_customer_payment_refunds | List refunds of a customer payment |
| create_customer_payment_refund | Refund an excess customer payment |
| update_custom_fields_in_customer_payment | Update custom field in existing customerpayments |
| get_customer_payment_refund | Details of a refund |
| update_customer_payment_refund | Update a refund |
| delete_customer_payment_refund | Delete a Refund |
| create_estimate | Create an Estimate |
| list_estimates | List estimates |
| update_estimate_using_custom_field | Update an Estimate using a custom field's unique value |
| update_estimate | Update an Estimate |
| get_estimate | Get an estimate |
| delete_estimate | Delete an Estimate |
| update_custom_fields_in_estimate | Update custom field in existing estimates |
| mark_estimate_sent | Mark an estimate as sent |
| mark_estimate_accepted | Mark an estimate as accepted |
| mark_estimate_declined | Mark an estimate as declined |
| submit_estimate | Submit an estimate for approval |
| approve_estimate | Approve an estimate. |
| email_estimate | Email an estimate |
| get_estimate_email | Get estimate email content |
| email_multiple_estimates | Email multiple estimates |
| bulk_export_estimates_as_pdf | Bulk export estimates |
| bulk_print_estimates | Bulk print estimates |
| update_estimate_billing_address | Update billing address |
| update_estimate_shipping_address | Update shipping address |
| list_estimate_templates | List estimate template |
| update_estimate_template | Update estimate template |
| list_estimate_comments | List estimate comments & history |
| create_estimate_comment | Add Comments |
| update_estimate_comment | Update comment |
| delete_estimate_comment | Delete a comment |
| create_expense | Create an Expense |
| list_expenses | List Expenses |
| update_expense_using_custom_field | Update an expense using a custom field's unique value |
| update_expense | Update an Expense |
| get_expense | Get an Expense |
| delete_expense | Delete an Expense |
| list_expense_comments | List expense History & Comments |
| list_employees | List employees |
| create_employee | Create an employee |
| get_employee | Get an employee |
| delete_employee | Delete an employee |
| get_expense_receipt | Get an expense receipt |
| create_expense_receipt | Add receipt to an expense. |
| delete_expense_receipt | Delete a receipt |
| create_fixed_asset | Create a fixed asset |
| list_fixed_assets | Get fixed asset list |
| update_fixed_asset | Update a fixed asset |
| get_fixed_asset | Get fixed asset |
| delete_fixed_asset | Delete a fixed asset |
| get_fixed_asset_history | Get fixed asset history |
| get_fixed_asset_forecast | Get fixed asset's forecast depreciation |
| mark_fixed_asset_active | Mark fixed asset as active |
| mark_fixed_asset_cancel | Cancel fixed asset |
| mark_fixed_asset_draft | Mark fixed asset as draft |
| write_off_fixed_asset | Write off fixed asset |
| sell_fixed_asset | Sell fixed asset |
| create_fixed_asset_comment | Add a comment |
| delete_fixed_asset_comment | Delete a comment |
| create_fixed_asset_type | Create a fixed asset type |
| get_fixed_asset_type_list | Get fixed asset type list |
| update_fixed_asset_type | Update a fixed asset type |
| delete_fixed_asset_type | Delete a fixed asset type |
| import_customer_using_crm_account_id | Import a customer using the CRM account ID |
| import_customer_using_crm_contact_id | Import a customer using CRM contact ID |
| import_vendor_using_crm_vendor_id | Import a vendor using the CRM vendor ID |
| createCrmItemByCrm_product_idImport | Import an item using the CRM product ID |
| update_invoice | Update an invoice |
| get_invoice | Get an invoice |
| delete_invoice | Delete an invoice |
| mark_invoice_sent | Mark an invoice as sent |
| mark_invoice_void | Void an invoice |
| mark_invoice_draft | Mark as draft |
| email_invoices | Email multiple invoices |
| create_invoice_from_salesorder | Create an instant invoice |
| map_invoice_with_salesorder | Associate invoices with sales order |
| submit_invoice | Submit an invoice for approval |
| approve_invoice | Approve an invoice. |
| get_invoice_email | Get invoice email content |
| email_invoice | Email an invoice |
| remind_customer_for_invoice_payment | Remind Customer |
| get_payment_reminder_mail_content_for_invoice | Get payment reminder mail content |
| bulk_invoice_reminder | Bulk invoice reminder |
| bulk_export_invoices_as_pdf | Bulk export Invoices |
| bulk_print_invoices | Bulk print invoices |
| disable_invoice_payment_reminder | Disable payment reminder |
| enable_invoice_payment_reminder | Enable payment reminder |
| write_off_invoice | Write off invoice |
| cancel_write_off_invoice | Cancel write off |
| update_invoice_billing_address | Update billing address |
| update_invoice_shipping_address | Update shipping address |
| list_invoice_templates | List invoice templates |
| update_invoice_template | Update invoice template |
| list_invoice_payments | List invoice payments |
| list_invoice_credits_applied | List credits applied |
| apply_credits_to_invoice | Apply credits |
| delete_invoice_payment | Delete a payment |
| delete_invoice_applied_credit | Delete applied credit |
| get_invoice_attachment | Get last attached attachment |
| add_invoice_attachment | Add attachment to an invoice |
| update_invoice_attachment_preference | Update attachment preference |
| delete_invoice_attachment | Delete last attached attachment |
| get_invoice_document_details | Retrieve Invoice Document |
| delete_invoice_document | Delete Invoice attachment |
| delete_invoice_expense_receipt | Delete the expense receipt |
| update_custom_fields_in_invoice | Update custom field in existing invoices |
| list_invoice_comments | List invoice comments & history |
| add_invoice_comment | Add comment |
| update_invoice_comment | Update comment |
| delete_invoice_comment | Delete a comment |
| generate_invoice_payment_link | Generate payment link |
| create_item | Create an Item |
| list_items | List items |
| update_item_using_custom_field | Update an item using a custom field's unique value |
| list_item_details | Bulk fetch item details |
| update_item | Update an item |
| get_item | Get an item |
| delete_item | Delete an item |
| update_custom_fields_in_item | Update custom field in existing items |
| mark_item_active | Mark as active |
| mark_item_inactive | Mark as inactive |
| create_journal | Create a journal |
| list_journals | Get journal list |
| update_journal | Update a journal |
| get_journal | Get journal |
| delete_journal | Delete a journal |
| mark_journal_published | Mark a journal as published |
| add_journal_attachment | Add attachment to a journal |
| add_journal_comment | Add comment |
| delete_journal_comment | Delete a comment |
| enable_locations | Enable Locations |
| create_location | Create a location |
| list_locations | List all locations |
| update_location | Update location |
| delete_location | Delete a location |
| mark_location_active | Mark as Active |
| mark_location_inactive | Mark as Inactive |
| mark_location_primary | Mark as Primary |
| create_opening_balance | Create opening balance |
| update_opening_balance | Update opening balance |
| get_opening_balance | Get opening balance |
| delete_opening_balance | Delete opening balance |
| create_organization | Create an organization |
| list_organizations | List organizations |
| update_organization | Update an organization |
| get_organization | Get an organization |
| create_project | Create a project |
| list_projects | List projects |
| update_projects_using_custom_field | Update a project using a custom field's unique value |
| update_project | Update project |
| get_project | Get a project |
| delete_project | Delete project |
| mark_project_active | Activate project |
| mark_project_inactive | Inactivate a project |
| clone_project | Clone project |
| add_project_user | Assign users |
| list_project_users | List Users |
| invite_project_user | Invite user |
| update_project_user | Update user |
| get_project_user | Get a Project User |
| delete_project_user | Delete user |
| add_project_comment | Post comment |
| list_project_comments | List comments |
| delete_project_comment | Delete comment |
| list_project_invoices | List invoices |
| create_purchase_order | Create a purchase order |
| list_purchase_orders | List purchase orders |
| update_purchase_order_using_custom_field | Update a purchase order using a custom field's unique value |
| update_purchase_order | Update a purchase order |
| get_purchase_order | Get a purchase order |
| delete_purchase_order | Delete purchase order |
| update_custom_fields_in_purchase_order | Update custom field in existing purchaseorders |
| mark_purchase_order_open | Mark a purchase order as open |
| mark_purchase_order_billed | Mark as billed |
| mark_purchase_order_cancelled | Cancel a purchase order |
| submit_purchase_order | Submit a purchase order for approval |
| approve_purchase_order | Approve a purchase order |
| email_purchase_order | Email a purchase order |
| get_purchase_order_email | Get purchase order email content |
| update_purchase_order_billing_address | Update billing address |
| list_purchase_order_templates | List purchase order templates |
| update_purchase_order_template | Update purchase order template |
| get_purchase_order_attachment | Get a purchase order attachment |
| add_purchase_order_attachment | Add attachment to a purchase order |
| update_purchase_order_attachment | Update attachment preference |
| delete_purchase_order_attachment | Delete an attachment |
| list_purchase_order_comments | List purchase order comments & history |
| add_purchase_order_comment | Add comment |
| update_purchase_order_comment | Update comment |
| delete_purchase_order_comment | Delete a comment |
| reject_purchase_orders | Reject Purchase Order |
| create_recurring_bill | Create a recurring bill |
| list_recurring_bills | List recurring bills |
| update_recurring_bill_using_custom_field | Update a recurring bill using a custom field's unique value |
| update_recurring_bill | Update a recurring bill |
| get_recurring_bill | Get a recurring bill |
| delete_recurring_bill | Delete a recurring bill |
| stop_recurring_bill | Stop a recurring bill |
| resume_recurring_bill | Resume a recurring Bill |
| list_recurring_bill_history | List recurring bill history |
| create_recurring_expense | Create a recurring expense |
| list_recurring_expenses | List recurring expenses |
| update_recurring_expense_using_custom_field | Update an recurring expense using a custom field's unique value |
| update_recurring_expense | Update a recurring expense |
| get_recurring_expense | Get a recurring expense |
| delete_recurring_expense | Delete a recurring expense |
| stop_recurring_expense | Stop a recurring expense |
| resume_recurring_expense | Resume a recurring Expense |
| list_child_expenses_of_recurring_expense | List child expenses created |
| list_recurring_expense_history | List recurring expense history |
| create_recurring_invoice | Create a Recurring Invoice |
| list_recurring_invoices | List all Recurring Invoice |
| update_recurring_invoice_using_custom_field | Update a recurring invoice using a custom field's unique value |
| update_recurring_invoice | Update Recurring Invoice |
| get_recurring_invoice | Get a Recurring Invoice |
| delete_recurring_invoice | Delete a Recurring Invoice |
| stop_recurring_invoice | Stop a Recurring Invoice |
| resume_recurring_invoice | Resume a Recurring Invoice |
| update_recurring_invoice_template | Update Recurring Invoice template |
| list_recurring_invoice_history | List Recurring Invoice History |
| get_tags | List of all Reporting Tags |
| create_tag | Create Reporting Tag |
| mark_default_option | Mark an option as default for a reporting tag |
| update_tag | Update Reporting Tag |
| delete_tag | Delete a reporting tag |
| update_tag_options | Update Reporting Tag Options |
| update_tag_criteria | Update Reporting Tag - Visibility Conditions |
| active_tag | Mark Reporting Tag as active |
| inactive_tag | Mark Reporting Tag as inactive |
| active_tag_option | Mark an option as active |
| inactive_tag_option | Mark an option as inactive |
| get_all_tag_options | Get Reporting Tags Options Detail Page |
| all_tag_options | Get all Options |
| reorder_tags | Reorder Reporting Tags |
| create_retainer_invoice | Create a retainerinvoice |
| list_retainer_invoices | List a retainer invoices |
| update_retainer_invoice | Update a retainerinvoice |
| get_retainer_invoice | Get a retainer invoice |
| delete_retainer_invoice | Delete a retainer invoice |
| mark_retainer_invoice_sent | Mark a retainer invoice as sent |
| update_retainer_invoice_template | Update retainer invoice template |
| mark_retainer_invoice_void | Void a retainer invoice |
| mark_retainer_invoice_draft | Mark as draft |
| submit_retainer_invoice | Submit a retainer invoice for approval |
| approve_retainer_invoice | Approve a retainer invoice. |
| email_retainer_invoice | Email a retainer invoice |
| get_retainer_invoice_email | Get retainer invoice email content |
| update_retainer_invoice_billing_address | Update billing address |
| list_retainer_invoice_templates | List retainer invoice templates |
| get_retainer_invoice_attachment | Get a retainer invoice attachment |
| delete_retainer_invoice_attachment | Delete an attachment |
| list_retainer_invoice | List retainer invoice comments & history |
| add_retainer_invoice_comment | Add comment |
| delete_retainer_invoice_comment | Delete a comment |
| update_retainer_invoice_comment | Update comment |
| create_sales_order | Create a sales order |
| list_sales_orders | List sales orders |
| update_sales_order_using_custom_field | Update a sales order using a custom field's unique value |
| update_sales_order | Update a sales order |
| get_sales_order | Get a sales order |
| delete_sales_order | Delete a sales order |
| update_salesorder_customfields | Update custom field in existing salesorders |
| mark_sales_order_as_open | Mark a sales order as open |
| mark_sales_order_as_void | Mark a sales order as void |
| update_sales_order_sub_status | Update a sales order sub status |
| get_sales_order_email | Get sales order email content |
| submit_sales_order | Submit a sales order for approval |
| approve_sales_order | Approve a sales order. |
| bulk_export_sales_orders_as_pdf | Bulk export sales orders |
| bulk_print_sales_orders | Bulk print sales orders |
| update_sales_order_billing_address | Update billing address |
| update_sales_order_shipping_address | Update shipping address |
| list_sales_order_templates | List sales order templates |
| update_sales_order_template | Update sales order template |
| get_sales_order_attachment | Get a sales order attachment |
| add_sales_order_attachment | Add attachment to a sales order |
| update_sales_order_attachment_preference | Update attachment preference |
| delete_sales_order_attachment | Delete an attachment |
| list_sales_order_comments | List sales order comments & history |
| add_sales_order_comment | Add comment |
| update_sales_order_comment | Update comment |
| delete_sales_order_comment | Delete a comment |
| create_sales_receipt | Create a sales receipt |
| list_sales_receipts | List sales receipts |
| update_sales_receipt | Update a sales receipt |
| get_sales_receipt | Get a sales receipt |
| delete_sales_receipt | Delete a sales receipt |
| email_sales_receipt | Email a sales receipt |
| add_task | Add a task |
| list_tasks | List tasks |
| update_task | Update a task |
| get_task | Get a task |
| delete_task | Delete Task |
| create_tax | Create a tax |
| list_taxes | List taxes |
| update_tax | Update a tax |
| get_tax | Get a tax |
| delete_tax | Delete a tax |
| get_tax_group | Get a tax group |
| update_tax_group | Update a tax group |
| delete_tax_group | Delete a tax group |
| create_tax_group | Create a tax group |
| create_tax_authority | Create a tax authority [US and CA Edition only] |
| list_tax_authorities | List tax authorities [US Edition only] |
| update_tax_authority | Update a tax authority [US and CA Edition only] |
| get_tax_authority | Get a tax authority [US and CA Edition only] |
| delete_tax_authority | Delete a tax authority [US and CA Edition only] |
| create_tax_exemption | Create a tax exemption [US Edition only] |
| list_tax_exemptions | List tax exemptions [US Edition only] |
| update_tax_exemption | Update a tax exemption [US Edition only] |
| get_tax_exemption | Get a tax exemption [US Edition only] |
| delete_tax_exemption | Delete a tax exemption [US Edition only] |
| create_time_entries | Log time entries |
| list_time_entries | List time entries. |
| delete_time_entries | Delete time entries |
| update_time_entry | Update time entry |
| get_time_entry | Get a time entry |
| delete_time_entry | Delete time entry |
| start_entry_timer | Start timer |
| stop_entry_timer | Stop timer |
| get_running_timer | Get timer |
| create_user | Create a user |
| list_users | List Users |
| update_user | Update a user |
| get_user | Get an user details |
| delete_user | Delete a user |
| get_current_user | Get current user |
| invite_user | Invite a user |
| mark_user_active | Mark user as active |
| mark_user_inactive | Mark user as inactive |
| create_vendor_credit | Create a vendor credit |
| list_vendor_credits | List vendor credits |
| update_vendor_credit | Update vendor credit |
| get_vendor_credit | Get vendor credit |
| delete_vendor_credit | Delete vendor credit |
| mark_vendor_credit_open | Convert to open |
| mark_vendor_credit_void | Void vendor credit |
| submit_vendor_credit | Submit a Vendor credit for approval |
| approve_vendor_credit | Approve a Vendor credit |
| list_bills_credited | List bills credited |
| apply_credits_to_a_bill | Apply credits to a bill |
| delete_vendor_credit_bill | Delete bills credited |
| refund_vendor_credit | Refund a vendor credit |
| list_vendor_credit_refunds_by_vendor_credit | List refunds of a vendor credit |
| update_vendor_credit_refund | Update vendor credit refund |
| get_vendor_credit_refund | Get vendor credit refund |
| delete_vendor_credit_refund | Delete vendor credit refund |
| list_vendor_credit_refunds | List vendor credit refunds |
| add_vendor_credit_comment | Add a comment |
| list_vendor_credit_comments | List vendor credit comments & history |
| delete_vendor_credit_comment | Delete a comment |
| create_vendor_payment | Create a vendor payment |
| list_vendor_payments | List vendor payments |
| update_vendor_payment_using_custom_field | Update an vendor payment using a custom field's unique value |
| bulk_delete_vendor_payments | Bulk delete vendor payments |
| update_vendor_payment | Update a vendor payment |
| get_vendor_payment | Get a vendor payment |
| delete_vendor_payment | Delete a vendor payment |
| list_vendor_payment_refunds | List refunds of a vendor payment |
| refund_excess_vendor_payment | Refund an excess vendor payment |
| get_vendor_payment_refund | Details of a refund |
| update_vendor_payment_refund | Update a refund |
| delete_vendor_payment_refund | Delete a refund |
| email_vendor_payment | Email a vendor payment |
| get_vendor_payment_email_content | Get vendor payment email content |
